Email Matching
Email Matching is the best way to import new Customer and Orders from online sales. This finds existing customers, or companies, using email addresses to avoid duplicates.
For Customers that have multiple email addresses, such as companies with employees, it searches Contacts that you have added to the Customer for their people and places.
Freight Fields
Freight Fields appear on transactions, printouts, and in extended shipping information.
Company Upgrade
Company Upgrade lets you add new options to your system, to expand indefinitely.
Many options are single solutions to complex problems and needed only one at a time. If you need several, they may be updated and tested together to ensure seamless function.
Once you have decided on an option, you will receive an email with instructions for registering and setup, which you can skip and walk through on the phone when ready.
Options include Add Users, Any API, Authorize.net, Auto-Import, Auto-Invoice, Auto Update, BigCommerce, Bins, CRM, Currencies, Ecwid, Folders, HubSpot, iPad, Middleware, Middleware Shipping, MySQL, MRP, Open Notify, PDF, Postgres, Prices, Shopify, Square, Stores, TaxJar, Warehouses, Web API, Web Notify, Web Server, WooCommerce, Zip-Tax.
Freight Duplicates
Freight Duplicates can be removed, unlike Departments which they replace.
In the Freight pulldown choose Show List, click a Freight Term, and click Delete.
In use old Freight entries will be swapped to the new one with the same name or erased.
Departmental Profit and Loss
Department Profit and Loss reports rely on your using Departments as profit centers. You might have Sales and Service as Departments, each with their income and expense.
This is a tall ask and generally requires consensus to create and use your Departments. You might also turn on the Department Mandatory setting found in Employee Prefs.
Using Departments for another purpose is common and Department Prefs extend this. Using Department Prefs you might change to use this setting for Freight Terms entry.
Freight Calculations
Freight Calculations help you calculate Shipping and Handling charges for customers.
Freight Automations
Freight Automations let you choose presets to fill in charges and costs appropriately.
MyPrefs Department Prefs
MyPrefs Department Prefs should be set to System Settings for consistency.
MyPrefs Department Prefs allow you to switch from the system-wide Department Prefs set in the Company card if ever needed.
In Employees Search you can Add(+) a column to see Department Prefs, if needed. And, you can change Employees' settings using the Update tool and Department Prefs.
Chapter 709 Department Prefs
Department Prefs let you change the function of the Department field to repurpose it.
Department is in the middle of most transactions and provides an accounting function. If your company has used it for something else because it was convenient here we are.
Department Prefs let you change the function of the Department for another purpose. First up is Freight which lets you select Freight Terms and automate charges and costs.
Contact Freight
Contact Freight lets you set Freight for Contacts used as Ship-To's for big Customers. This lets you keep different Freight Terms for different locations to use automatically.
For large customers with many locations use Contacts to add their Ship-To Addresses. Using Contact and Update Contact imports is easy to manage hundreds or thousands.
For each Contact you can set their Shipping Method, Freight, and sales tax Tax Status. These entries load automatically when you set Ship-To manually or by Auto-Import.
Contacts Freight
Contacts Freight lets you manage Freight in a Contacts Search to find, display, update. Use the Find dialog or Add (+) Freight as a column in Contacts to see current settings.
For large customers with many locations use Contacts to add their Ship-To Addresses. And, use Contacts Search to Find, Export, or Update many at once for easy managing.
Set POS Status
Set POS Status lets you set POS sales to Archived status if you are using Since Last. This sounds cryptic but makes sense if you use 3rd party tools for order fulfillment.
Since Last gets new orders using Shopify ID's, so without setting Orders to Archived, which may help with order processing. If you still want POS set to Archived you can.
Then your 3rd party tools can process orders using the Status and setting to Archived. POS in-person sales can be set to Archived if they do not need this same processing.
Shopify Authorized
Shopify Authorized orders need special handing with Since Last to separate POS sales.
This function is transparent and is noted here to reduce confusion when using Shopify. This function does not affect exising setups not using Since Last and instead Archiving.
Chapter 51 Freight
Freight lets you switch Department to Freight to automate shipping charges and costs.
Shopify Authorized
Shopify Authorized orders need special handing with Since Last to separate POS sales.
This function is transparent and is noted here to reduce confusion when using Shopify. This function does not affect exising setups not using Since Last and instead Archiving.
Department Prefs
Department Prefs let you repurpose the Department field, for some a matter of course.
Department is in the middle of transaction windows and its intent not wholly obvious.
Consequently it is adapted to needs such as freight terms, fulfillment status, and so on.
Freight will be the first variation, complete as Freight Terms and helping fill in charges.
Since Last
Since Last lets you get orders from Shopify without changing their Status to Archived.
Shopify Connect uses Status to get orders that are Open and setting them to Archived. This may interfere with using Shopify Dashboard or accessories for order management.
Switch to Since Last with a click and BigBusiness will get new orders as they come in.